Having worked in financial services for over 11 years, he joined St. James's Place Wealth Management in 2010. Prior to this he gained his experience working in the wealth division of a global bank advising high net worth private clients including entrepreneurs, lottery winners and sports professionals on a day to day basis.
Nick is a member of the Personal Finance Society and holds a Diploma in Financial Planning through the Chartered Insurance Institute. Nick has passed the advanced diploma paper in personal tax and trust planning.* He is currently working towards becoming chartered.
*Trusts are not regulated by the Financial Conduct Authority.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.